Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-9,056
Closed -$70.8K 409
2024
Q4
$70.8K Sell
9,056
-867
-9% -$6.78K 0.03% 368
2024
Q3
$73.4K Buy
9,923
+179
+2% +$1.33K 0.03% 422
2024
Q2
$78K Buy
9,744
+1,706
+21% +$13.7K 0.04% 413
2024
Q1
$93.6K Sell
8,038
-550
-6% -$6.4K 0.05% 372
2023
Q4
$95.9K Buy
8,588
+3,969
+86% +$44.3K 0.06% 377
2023
Q3
$71.3K Sell
4,619
-465
-9% -$7.18K 0.04% 382
2023
Q2
$96.3K Buy
+5,084
New +$96.3K 0.06% 403
2021
Q4
Sell
-10,877
Closed -$213K 387
2021
Q3
$213K Sell
10,877
-565
-5% -$11.1K 0.09% 255
2021
Q2
$214K Buy
11,442
+91
+0.8% +$1.7K 0.09% 291
2021
Q1
$269K Buy
11,351
+197
+2% +$4.67K 0.11% 268
2020
Q4
$272K Buy
+11,154
New +$272K 0.11% 266